2 First Choice Community Healthcare 403(b) Plan
Sponsored by First Choice Community Healthcare, Inc. · EIN 850224409 · Plan #001
- Total assets
- $26.7M
- Net assets
- $26.7M
- Active participants
- 343
- With balances
- 462
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $163,130 |
| Pension Planning Consultants Inc | Contract administrator, Other services, Direct payment from the plan | $3,607 |
| Cetera Advisor Networks Llc | Other services, Other commissions | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |